ShareFile

Add Billing Contact for ShareFile Account

ShareFile billing contacts can view and modify billing information for the account. This permission also authorizes the user to contact ShareFile Support for billing assistance. You can add a new user as a billing contact, or update permissions for existing Employee User and make them a billing contact.

Note:

You cannot change the billing contact directly in Account Settings. To request a billing contact update, contact our Customer Service team. You must have Admin Billing permissions or be a Master Admin to submit the request.

Add a New User as Billing Contact

The first step to add a new billing contact is to add the user as an Employee User.

Create an Employee user to add a new billing contact.
After adding the new user, proceed to Add an Existing Employee User as ShareFile Billing Contact section to give them billing permissions.

Add an Existing Employee User as ShareFile Billing Contact

From the left pane, click People. This People menu is expanded.
Click Browse Employees.
Browse or search for your user. Click the user or the Manage (gear) icon on the right, to open the user profile.
Under Employee User Settings, click User Access to expand the menu.
Under Billing, select the required permissions. The following permissions are available:
- View/edit billing information
- Request plan changes
- View receipts and billing notifications
Click Save Changes.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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Add Billing Contact for ShareFile Account

Add Billing Contact for ShareFile Account

Add a New User as Billing Contact

Add an Existing Employee User as ShareFile Billing Contact

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